Landmark research forecasts $2.1bn in new revenue for advisers

Together with Deloitte Access Economics, Iress brings you Advice 2030: The Big Shift, landmark research that uncovers seven societal megatrends that are set to usher in a potential $2.1bn in new revenue and half a million new clients by 2030. These megatrends will radically reshape how we plan for the future. The report unpacks the opportunities that will influence customer expectations and advice business models in the next five years, and the four key choices advisers will need to make in order to thrive and prosper in this new world of advice. The Big Shift is coming. Are you ready?

Get the report

Featured articles

Upfront S3, Episode 1 - Suits You

In the first episode of the new series of the Upfront podcast, financial adviser Emmanuel Asuquo talks to personal branding coach Jennifer Holloway about building a successful image that's authentic and true to you (without sounding like an idiot).

Listen now

Chicken Little: How can financial services fight AI-powered cybercrime?

In this episode of Iress' podcast Upfront, comedian Olga Koch is joined by Skeeve Stevens, ex-hacker and founder of The Future Crime Agency, to discuss what terrifies and excites him about the advance of AI in financial services. Brace yourself.

Listen now

That's a problem for future Olga

How can we get more people to understand the importance of financial planning? In this episode of Upfront, comedian Olga Koch is joined by behavioural economist, Mark Pittaccio.

Listen now

Double your profit by engaging with your clients more frequently

Building a successful financial advice business takes time, effort and skill, but how frequently you engage with your clients can also influence your success.

Read now

What would Don Draper do to sell more financial advice?

In this episode of Iress' podcast Upfront, comedian Olga Koch is joined by Kevin Chesters. He has some straight-talking marketing advice to help financial services businesses get noticed.

Listen now

The Financial Advice Efficiency Report 2023

Want to be a top-performing advice firm? Take a look at our 2023 Financial Advice Efficiency Report for insights on how to make it happen.

Read now

Can advice answer the great $5tn wealth challenge?

Australia’s leading social demographer Mark McCrindle weighs in on the greatest wealth transfer in history - and what it could mean for your advice model.

Watch now

Navigating Australia’s recessionette

Negative news, huge cost of living increases: even if the numbers say otherwise, mentally, we might as well be in recession.

So how best to manage clients through these challenges?

Watch now

Quality of Advice Review exclusive with Michelle Levy

While the review proposes some “quick wins,” Michelle Levy thinks the most urgent recommendations are also the most contentious.

Iress' Nicole Mahan sits down with Michelle Levy to understand the QAR recommendations and what they mean for advisers.

Watch now

What every financial planner should automate in 2023

Financial advice businesses of all shapes and sizes are feeling the pressure to deliver affordable financial advice profitably, tackle rising costs and inject value into the advice process. If you’re feeling the squeeze, you’ve probably thought about how to automate more of what you do.

Read more

How to embrace technology change

There might be some truth in cheesy motivational quotes (annoyingly), but when you’re considering making a big business-changing decision, you don’t need encouragement from a cushion. Check out these tips on how to go from being fearful about technology change, to fearless.

Read more

Is technology the saviour of advice?

At the FPA Congress in Sydney last year, Iress’ Geoff Rogers participated in a panel discussion about the role of technology in advice. He joined a group of fellow industry leaders in the explorative discussion. Here are the key takeaways.

Read more

Ok, Zoomer

Are financial services ready for Gen-Z?
The under-25s are fuelling disruption in financial services and flipping the switch on how things get done. Chartered financial planner and award-winning content creator Martin Bamford joins comedian Olga Koch to talk tactics and ways to engage the next generation of investors and planners.

Read more

How to engage clients in a connected world

The need for a range of channels that meet our needs is now not just desirable, but also essential and expected. Sitting alongside humans in the delivery of good client outcomes and efficiency, an effective digital strategy is a necessary and expected part of any service proposition.

Read more

Other resources

Iress learning centre

Are you an existing Xplan or Commpay user? The Iress learning centre is an online training hub designed to help you get the most out of your software. You can choose to enrol in classroom, virtual classroom or eLearning based courses, join live webinars or access micro-learn videos.

Read more

Iress community

Get the most out of your software with the help and insight from 13,000+ users The Iress community provides a single location for clients to get help, training, release notes and to talk to our product experts. If you’re yet to get started on the Iress community you can find resources here.

Read more

Running an efficient advice practice with Xplan

With a central database, powerful modelling tools and product information, Xplan allows you to manage the entire advice process. Have a chat with us, and discover how Xplan can help your business perform better. It’s all possible with the right technology.



Contact us today